About Us hero

About Us

For over 45 years, Lee Financial’s mission has been to advise individuals, families and their businesses. We strive to help them make better choices about allocating their time and money to increase the probability of their success.

We apply business principles and logic to our client’s personal plan to help guide their decisions. Simply put, we aim to help our clients live better. It’s why we’re here.

We deliver confidence. Financial security. Indispensable advice. The ability to sleep at night. 

Our Clients

As a client, we realize that you are unique and therefore deserve a unique approach designed specifically for you. Our method is not a formula or a static procedure, but an evolving process designed to maximize your available resources and to help you make decisions that will assist you in achieving your goals.

Our client base represents a wide range of motivated professionals and organizations nationwide— from physicians and corporate executives to entrepreneurs and non-profit organizations.

Our unique service is tailored to grow and evolve with our clients’ needs, serving young professionals early in their careers to those needing a family office.

Core Purpose

We offer our clients confidence. You will know where you are, where you are going, and how to reach your goals. We help our clients navigate critical financial decisions with objective advice.

Our Team

Richard "Richie" Lee, Jr., CFA, CFP<sup>&reg;</sup>

Richard "Richie" Lee, Jr., CFA, CFP®

Chief Executive Officer & Founder

Christie Williams, CFP<sup>&reg;</sup>

Christie Williams, CFP®

President

William "Bill" Luckey, II

William "Bill" Luckey, II

Chief Financial Officer, Business & Human Capital Strategist

Patricia Stoll, CPA

Patricia Stoll, CPA

Chief Compliance Officer, HR Manager

Adrienne Anthony, CFP®

Adrienne Anthony, CFP®

Financial Planner

Alex Nickerson, CFP<sup>&reg;</sup>

Alex Nickerson, CFP®

Associate Financial Planner

Barbara Burris

Barbara Burris

Senior Partnership Accountant

Becky Welch

Becky Welch

Office Administrator

Ben Shae, CFP<sup>&reg;</sup>

Ben Shae, CFP®

Director of Operations & Client Service

Dan Peters

Dan Peters

Director of Portfolio Management

Dana Packett

Dana Packett

Operations Team Manager

Danny Boyce, CFA, CFP<sup>&reg;</sup>

Danny Boyce, CFA, CFP®

Senior Portfolio Manager

Doug Jones, CFA

Doug Jones, CFA

Director of Portfolio Management

Emily Smeltz

Emily Smeltz

Analyst

Eric Smith

Eric Smith

Research Analyst, Associate Portfolio Manager, Trader

Jacob Odom

Jacob Odom

Portfolio Manager

Jaime Boyles, CFP<sup>&reg;</sup>

Jaime Boyles, CFP®

Director of Financial Planning

Jaryn Quick, CFP<sup>&reg;</sup>

Jaryn Quick, CFP®

Associate Financial Planner

Jason Romph

Jason Romph

Trader & Portfolio Manager

Jenny Armstrong, CFP<sup>&reg;</sup>

Jenny Armstrong, CFP®

Senior Financial Planner

Jodi Hacker

Jodi Hacker

Client Service Associate

Justin Luddeke, CFP<sup>&reg;</sup>

Justin Luddeke, CFP®

Senior Financial Planner

Karen Skinner

Karen Skinner

Operations Team Member

Kristi Parker

Kristi Parker

Operations Team Member

Michele Bergeron, CFP<sup>&reg;</sup>, MBA

Michele Bergeron, CFP®, MBA

Human Capital Strategist

Nic Gibson, CFP<sup>&reg;</sup>

Nic Gibson, CFP®

Senior Financial Planner

Raquel Mendoza

Raquel Mendoza

Records Analyst

Rick Drew, CFA, CPA

Rick Drew, CFA, CPA

Family Capital Analyst

Sarah Beattie

Sarah Beattie

Executive Assistant

Sarah Henze, CFP<sup>&reg;</sup>

Sarah Henze, CFP®

Senior Portfolio Manager

Sherri Barber

Sherri Barber

Office Administrator

Shirley Ogden, CFA, CPA

Shirley Ogden, CFA, CPA

Director of Investments

Tanner Castle, CFP<sup>&reg;</sup>

Tanner Castle, CFP®

Financial Planner

Theresa Jones

Theresa Jones

Office Administrator

Tracy Lee, CPA

Tracy Lee, CPA

Senior Accountant

Trey Waite, CFP<sup>&reg;</sup>

Trey Waite, CFP®

Associate Financial Planner

Interested in joining the Lee Financial team?

To apply, please send your resumé and application information to info@leefin.com